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Bookafy + Daylite

Add new Bookafy customers to Daylite CRM as people

Share with your team across your Macs, iPhones, and iPads and manage schedules, projects, sales opportunities and more in one place. Daylite CRM provides all those features for you. This Bookafy-Daylite integration allows you to create contacts automatically in Daylite CRM for every new Bookafy customers.

Share with your team across your Macs, iPhones, and iPads and manage schedules, projects, sales opportunities and more in one place. Daylite CRM provides all those features for you. This Bookafy-Daylite integration allows you to create contacts automatically in Daylite CRM for every new Bookafy customers.

  1. When this happens...
    BookafyBookafy
    New Customer

    Triggers when a new customer is added.

    TriggerScheduled
  2. automatically do this!
    DayliteDaylite
    Create Person

    Creates a new person and optionally an associated company.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Include Blocker Appointments?Required

    • Staff User

    Trigger
    Scheduled
    Try It
  • Bookafy triggers, actions, and search

    New Customer

    Triggers when a new customer is added.

    Trigger
    Scheduled
    Try It
    • TitleRequired

    • DescriptionRequired

    • ServiceRequired

    • Staff UserRequired

    • Appointment Start TimeRequired

    • Appointment End TimeRequired

    • Is Blocker Appointment?Required

    • Customer NameRequired

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    Action
    Write
  • Daylite triggers, actions, and search

    Deleted Appointment

    Triggers when a Daylite appointment is deleted.

    Trigger
    Instant
    Try It
    • NameRequired

    • EmailRequired

    • Phone

    • State

    • Address

    • City

    • Zip Code

    • Notes

    Action
    Write
  • Daylite triggers, actions, and search

    Deleted Company

    Triggers when a Daylite company is deleted.

    Trigger
    Instant
    Try It
bookafy logo
bookafy logo

About Bookafy

Bookafy is an easy tool to share your calendar for booking appointments, demos and group interviews.

Related categories

  • Scheduling & Booking
daylite logo
daylite logo

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn moreHelp

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